We are live on ! Find out more
JEPI icon

JPMorgan Equity Premium Income ETF

1,289 hedge funds and large institutions have $17.9B invested in JPMorgan Equity Premium Income ETF in 2025 Q3 according to their latest regulatory filings, with 110 funds opening new positions, 657 increasing their positions, 419 reducing their positions, and 79 closing their positions.

New
Increased
Maintained
Reduced
Closed

57% more repeat investments, than reductions

Existing positions increased: 657 | Existing positions reduced: 419

39% more first-time investments, than exits

New positions opened: 110 | Existing positions closed: 79

20% more call options, than puts

Call options by funds: $42.1M | Put options by funds: $35.1M

0% more funds holding

Funds holding: 1,2831,289 (+6)

2% less capital invested

Capital invested by funds: $18.2B → $17.9B (-$307M)

1.29% less ownership

Funds ownership: 44.4%43.1% (-1.3%)

13% less funds holding in top 10

Funds holding in top 10: 142124 (-18)

Holders
1,289
Holders Change
+6
Holders Change %
+0.47%
% of All Funds
16.92%
Holding in Top 10
124
Holding in Top 10 Change
-18
Holding in Top 10 Change %
-12.68%
% of All Funds
1.63%
New
110
Increased
657
Reduced
419
Closed
79
Calls
$42.1M
Puts
$35.1M
Net Calls
+$7.03M
Net Calls Change
-$5.85M
Name Holding Trade Value Shares
Change
Change in
Stake
WA
101
Waverly Advisors
Alabama
$20M -$1.67M -29,323 -8%
GWMIA
102
Global Wealth Management Investment Advisory
Florida
$19.7M +$736K +12,958 +4%
WAM
103
WNY Asset Management
New York
$19.5M -$12.1M -212,890 -38%
CFP
104
Curran Financial Partners
South Carolina
$19.4M +$2.15M +37,854 +13%
AC
105
Apella Capital
Connecticut
$19.1M +$14.5M +254,521 +304%
PP
106
Patten & Patten
Tennessee
$19M -$3.52M -61,983 -16%
RIL
107
Rothschild Investment LLC
Illinois
$18.9M -$23.3K -410 -0.1%
BWP
108
Bernardo Wealth Planning
Pennsylvania
$18.8M +$9.35M +164,565 +100%
CAPTRUST Financial Advisors
109
CAPTRUST Financial Advisors
North Carolina
$18.6M +$3.78M +66,590 +26%
CPIG
110
Chicago Partners Investment Group
Illinois
$18.4M +$1.44M +25,442 +9%
SCM
111
Steele Capital Management
Iowa
$18.1M -$715K -12,587 -4%
TFS
112
Thoroughbred Financial Services
Tennessee
$18.1M -$1.11M -19,574 -6%
IAN
113
Integrated Advisors Network
Texas
$17.9M +$1.78M +31,268 +11%
GVAG
114
Great Valley Advisor Group
Delaware
$17.7M +$114K +2,008 +0.7%
OC
115
Oppenheimer & Co
New York
$17.6M +$1.67M +29,403 +11%
IAS
116
Investment Advisory Services
Texas
$17.5M +$882K +15,532 +5%
TWM
117
Tradition Wealth Management
Minnesota
$17.4M +$411K +7,243 +2%
AMG
118
Advisors Management Group
Wisconsin
$17.1M +$187K +3,299 +1%
FA
119
Fagan Associates
New York
$16.9M +$315K +5,555 +2%
ASN
120
Advisory Services Network
Georgia
$16.4M -$139K -2,447 -0.8%
PA
121
PFG Advisors
Arizona
$16.4M -$264K -4,655 -2%
CL
122
Choreo LLC
Illinois
$16.3M +$5.25M +92,436 +48%
MCIA
123
Mountain Capital Investment Advisors
Colorado
$16.2M +$2.94M +51,732 +22%
RWA
124
Rooted Wealth Advisors
Illinois
$16M +$919K +16,184 +6%
WAP
125
Wealthcare Advisory Partners
Pennsylvania
$15.7M -$397K -6,984 -2%

JEPI Hedge Fund Activity: Q3 2025 in Review

1,289 of the 7,619 institutional investors tracked by Wall St. Rank reported a position in JPMorgan Equity Premium Income ETF (JEPI) for Q3 2025, worth a combined $17.9B — down 1.7% from $18.2B a quarter earlier.

Buyers outnumbered sellers: 110 funds opened new JEPI positions and 79 closed out — a net gain of 31 holders — while 657 added to existing stakes and 419 trimmed.

The largest buyer was Cetera Investment Advisers, adding an estimated $83.2M. The largest seller was JP Morgan Chase, cutting an estimated $295M.

  • 1,289 institutional investors held JPMorgan Equity Premium Income ETF (JEPI) as of Q3 2025, up from 1,283 in Q2 2025.
  • Funds reported $17.9B of JPMorgan Equity Premium Income ETF stock for Q3 2025, down 1.7% quarter-over-quarter.
  • 110 funds opened new JPMorgan Equity Premium Income ETF positions in Q3 2025 and 79 closed out, a net change of +31 holders.
  • The largest JPMorgan Equity Premium Income ETF buyer in Q3 2025 was Cetera Investment Advisers, an estimated $83.2M added.
  • The largest JPMorgan Equity Premium Income ETF seller in Q3 2025 was JP Morgan Chase, an estimated $295M sold.

Based on aggregated 13F filings for Q3 2025.